BridgeIT TutorialsUsing BridgeITManaging Client Details Updating "Made-By" InformationHow do I change the 'made by' details of a booking to an existing client?

How do I change the 'made by' details of a booking to an existing client?

This tutorial will show you how to make changes to the "made-by" which is the person who makes the booking i.e. -Agent or the company.

Open the booking

Click on the change client button

Search for a different client

To search for a specific client who has already been entered into BridgeIT, start typing either the first name, surname or company name of that specific client into the relevant field.

Select the specific client

A list of existing clients with matching first names, surnames and/or company names will appear in the box below the search fields. Once you have clicked on the client it will then take you back to the booking details screen.

 

The 'made by' details of the booking will be updated accordingly